SWTXX SCHWAB MUNICIPAL MONEY-INV
FollowMoney Market Fund (fund)
4 managers (4 13F filers) reported a position in SWTXX shares at 2024-09-30, 2,415,774 shares in all. 0 filers opened a position and 0 filers sold out during the quarter.
- Managers
- 4
- 13F filers
- 4
- New
- 0
- Added
- 2
- Reduced
- 1
- Sold out
- 0
- Shares held by filers
- 2,415,774
Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.
13D and 13G filers
No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.
Insider trades
No Form 4 transaction on this security in the data.
13F holders, Q3 2024
Filers in the available 13F reports with a share position at 2024-09-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.
| Holder | Shares | Value | % of portfolio | Change | Source |
|---|---|---|---|---|---|
| KANAWHA CAPITAL MANAGEMENT LLC | 1,624,185 | $1.62M | 0.12% | +312,000 | 13F-HRTimeline |
| Westside Investment Management, Inc. | 537,071 | $537K | 0.11% | +90,902 | 13F-HRTimeline |
| Jackson Wealth Management, LLC | 221,989 | $222K | 0.03% | 0 | 13F-HRTimeline |
| RFP Financial Group LLC | 32,529 | $32.5K | 0.01% | -21,414 | 13F-HRTimeline |